Estate planning, Trust & Private clients

“Safeguard your legacy with precision and foresight—expert estate planning, trust, and private client services tailored for your peace of mind.”

Estate planning, trust, and private client services are set to gain heightened importance in India, driven by an evolving regulatory landscape, increasing global wealth mobility, and a growing need for sophisticated wealth management solutions. With the emergence of multi-generational businesses and complex asset structures, individuals and families are seeking legal guidance to navigate inheritance laws, tax implications, and succession planning seamlessly. The digitalisation of records and the rise of international investments have added new dimensions to estate planning, requiring innovative approaches and global expertise.

At Allied Law Practices, we stand at the forefront of addressing these evolving complexities with unparalleled expertise and refined discretion. Our bespoke solutions are meticulously crafted to safeguard and enhance wealth across generations, ensuring seamless succession while aligning with ever-changing legal landscapes. With a commitment to excellence and a deep understanding of nuanced client needs, we instil confidence in every step of the process, empowering clients to navigate their financial legacies with clarity, security, and enduring success.

Service lines
Estate Planning and Wealth Structuring
  • Drafting and execution of wills and testaments.
  • Creation and management of family trusts and private trusts.
  • Succession planning for family businesses and high-net-worth individuals (HNWIs).
  • Advising on tax-efficient structures for wealth preservation and transfer.
Trust Formation and Administration
  • Establishment of domestic and cross-border trusts.
  • Legal advisory on trustee responsibilities and fiduciary obligations.
  • Dispute resolution pertaining to trust management and administration.
Private Client Advisory
  • Guidance on regulatory compliance for foreign assets and investments.
Asset Protection and Risk Management
  • Structuring legal safeguards against potential claims and liabilities.
  • Developing customised strategies to protect family wealth.
  • Advising on confidentiality and privacy measures for sensitive estate matters.
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Trust Formation and Administration
  • Establishment of domestic and cross-border trusts.
  • Legal advisory on trustee responsibilities and fiduciary obligations.
  • Dispute resolution pertaining to trust management and administration
Private Client Advisory
  • Guidance on regulatory compliance for foreign assets and investments.
Family Governance and Dispute Resolution
  • Drafting family constitutions and governance frameworks.
  • Mediation and arbitration of family disputes.
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